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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Tectonic Advisors
Texas
$17M +$232K +3,353 +1%
WIA
252
World Investment Advisors
California
$17M +$2.07M +29,820 +14%
AIA
253
Accelerate Investment Advisors
California
$16.9M +$429K +6,196 +3%
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$16.6M +$15M +216,684 +881%
AR
255
Apeiron RIA
Texas
$16.3M +$198K +2,860 +1%
T
256
Tidemark
California
$16.1M +$566K +8,168 +4%
KBFS
257
Kohmann Bosshard Financial Services
Ohio
$16M +$38K +548 +0.2%
TWM
258
Tradition Wealth Management
Minnesota
$15.6M -$394K -5,677 -2%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$15.5M +$3.71M +53,472 +31%
SRSA
260
S.R. Schill & Associates
Washington
$15.2M -$483K -6,962 -3%
RW
261
Ridgeline Wealth
Arizona
$15.2M +$15.3M +220,092 New
AA
262
Advisory Alpha
Michigan
$15M +$1.04M +15,065 +7%
FF
263
Fortitude Financial
Washington
$14.9M +$15M +216,696 New
FTS
264
Fifth Third Securities
Ohio
$14.9M +$1.65M +23,792 +12%
NRA
265
NSI Retail Advisors
Pennsylvania
$14.9M -$1.18M -17,000 -7%
RC
266
RBF Capital
California
$14.8M
AF
267
Abound Financial
California
$14.7M +$14.8M +212,936 New
LSL
268
Legacy Solutions LLC
Pennsylvania
$14.6M +$14.7M +212,316 New
CA
269
CoreCap Advisors
Michigan
$14.6M -$1.74M -25,066 -11%
KNFPWM
270
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.6M +$2.54M +36,585 +21%
WCM
271
WealthTrak Capital Management
Virginia
$14.5M +$14.6M +210,762 New
VBFP
272
Valtinson Bruner Financial Planning
Minnesota
$14.4M +$194K +2,796 +1%
AI
273
Atria Investments
North Carolina
$14.4M -$5.31M -76,553 -27%
ESL
274
Endurance Services Ltd
New York
$14.4M
MA
275
MONECO Advisors
Connecticut
$14.4M +$3.85M +55,546 +36%